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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 70
Start Date: Oct 28, 2020
End Date: Oct 29, 2020
Exam Start Date: Nov 02, 2020
Exam End Date: Nov 04, 2020
Price: $470


*CE Hours vary by State

Accommodations


PIA Southern Alliance Webinar Event
Oct 28, 2020


PIA Southern Alliance Webinar Event, WB 30096

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Oct 28, 2020 07:30-08:00
STRATEGIC PLANNING Oct 28, 2020 08:00-12:15 Robert E. Shomo
MBA, CIC
Lunch Oct 28, 2020 12:15-13:15
TALENT ACQUISITION AND DEVELOPMENT Oct 28, 2020 13:15-17:15 Robert E. Shomo
MBA, CIC
Join Webinar Oct 29, 2020 07:30-08:00
CLIENT RETENTION AND ACQUISITION Oct 29, 2020 08:00-10:00 Rebecca Lathrop
CIC, CPIA
TECHNOLOGY UTILIZATION Oct 29, 2020 10:00-12:00 Rebecca Lathrop
CIC, CPIA
Lunch Oct 29, 2020 12:00-13:00
TECHNOLOGY UTILIZATION (Continued) Oct 29, 2020 13:00-14:00 Rebecca Lathrop
CIC, CPIA
ETHICAL RESPONSIBILITY Oct 29, 2020 14:00-17:00 Rebecca Lathrop
CIC, CPIA

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Michael Kersgard | Bio


Michael Kersgard is an independent P&C and L&H licensed agent in Texas. He most recently served as the Life and Health Academic Director for The National Alliance for more than 6 years, 2008 to 2014. In addition to being an independent agent, Michael continues to be a National Faculty Member, CISR instructor and Educational Consultant for The National Alliance. During his forty plus years working in the industry, his experience includes Life, Health, and Property & Casualty products in personal lines, commercial lines, and farm/agribusiness. Michael has been involved in a variety of functions including agent, marketing, sales management, and agent training. Through the years he has conducted new agent training schools, continuing education seminars, and license training schools.

Rebecca Lathrop | Bio


Becky Lathrop is the Vice President of Optimum Performance Solutions, LLC, a company that provides management consulting on a nationwide basis to insurance agencies and carriers. Both her agency and corporate experiences provide unique perspectives when assisting her clients. Becky earned her CIC designation in 2004 and is a Certified Professional Insurance Agent. She has a degree in Risk Management and Insurance from Florida State University and has been working in the insurance industry for over 30 years. Becky has a diverse background in the insurance business, including positions such as Agency Business Consultant, Sales Manager, Underwriting Consultant, Financial/Market Analyst, Portfolio Manager, and Office Manager. Becky helps agencies throughout the United States grow profitably by counseling them in areas such as workflow management, staff stratification/organization and training, sales/ marketing business plans, client retention, strategic planning, and producer management and compensation. She has also developed and facilitates many agency and carrier training programs, including a sales/service training series to assist with cross-up selling growth; marketing/profitability workshops to help agencies manage their loss ratios, and assist them with capitalizing on contingency bonus opportunities.

Robert E. Shomo | Bio


Bobby Shomo is President of Shomo-Madsen Insurance which is headquartered in central Iowa. Shomo-Madsen Insurance is a Best Practices Agency recipient for six years running and represents approximately 16 Insurance Companies with an agency mix of roughly 45% Personal Lines, 25% Commercial Lines, 20% Municipalities and 10% Life and Health. The agency has five locations and 25 employees with their main office in Marshalltown, Iowa. They continue to pursue growth through both acquisition and organic growth and are scheduled to close their next agency purchase on October 30th, 2020. Bobby is involved in the agency on a full-time basis as a managing partner, a producer specializing in schools and municipalities and the Human Resources manager. Prior to purchasing his first agency, Bobby spent six years on the company side primarily in casualty claims with rotations in underwriting and loss control. His MBA was earned with concentrations in Finance and Accounting and he received his CIC designation in 2012. Bobby has a passion for education as both a teacher and a student. His background brings a perspective from both the company and agency sides. In addition, his agency experience has developed from a relatively small, single owner shop with three employees and a handful of contracts to his current structure with a 50/50 partner, multiple locations and staff of twenty-five. Additionally, Shomo-Madsen Insurance has had to deal with three catastrophic weather-related events in 25 months. An EF-3 tornado in July of 2018 that hit main street; a major hail storm in May of 2019 and a Derecho (106 mph straight-line winds) in August of 2020. Bobby is currently working toward his CRM designation.